We invite you to take a walk through the past, while seeing your future in our 1925 City of Dreams.

City of Dreams on YouTube

Our firm has been taking care of clients for almost a quarter of a century.  In that time, we’ve learned a lot about their hopes, aspirations and dreams.  Many of our clients dream of escaping the hustle and bustle of modern life.  They dream of living life on their own terms and at their own pace – a life of good health, good relationships and financial security for them and their families.  These dreams inspired us to build our City of Dreams – a place that is warm, relaxing and fun. When you enter our little city, you will leave the hectic pace of the 21st century behind.

As you enter the lobby of our building, otherwise known as the Drake Hotel, you find yourself transported to a simpler time and place, one with great optimism, wonder and new discoveries.  An unhurried world in which the fastest way to communicate was the telegram.  As you look around, you will notice that the cozy and hospitable surroundings are appointed with authentic antiques, ornate furnishings and beautiful artwork.  If you listen closely, you may even hear a ragtime tune played on the parlor organ.

The Drake Hotel

After enjoying refreshments in the hotel lobby, you’ll be able to catch up on the latest news at the Monticello Post Office.  This area was created by using actual panels and fixtures of the Monticello, Georgia Post Office that was in operation from about 1880 to the 1930s.  If you’re inclined you might even take a peek at the old-time dollhouse in Scarlett’s Hideaway, the Drake Hotel’s premiere guest room.

Your journey has just begun – there is much more to see.  Similarly your financial destiny stretches out before you.  We care about you and your dreams.  We offer a variety of services designed to help families with the challenges of the 21st century and our goal is to help you make your dreams come true.